Linking Contacts

Contacts can be linked to other database records such as Notes or Planner Events. This enables you to expand the scope of the data by adding an extra dimension to enable a much more wider understanding.

Contacts can be linked to other Contacts, Planner Events, Journals, Tasks, Notes and Noteboards.

In the Item's Information area, there is a secondary tab called "Related Links". Selecting this tab shows a list view of the links that are directly related to the currently selected Contact. Some of the links are

from other database items and some may be direct connections to an item. The links are grouped as per which section/item the linking belongs to.

smallheart See Related Links List for more information

helper To Link A Contact To A Database Item

First select a Contact from the Card View or the List View by left clicking on it, so that's it is highlighted, then;

rightarrowChoose from the Main Menu "Contacts/Link Contact to a Database Item", or
rightarrowClick on the Contact Toolbar icon:   or
rightarrowRight Click on the Contact and choose "Link Contact to a Database Item" from the context menu.

smallheart See Linking Items Selector for more information

Related Topics

Introduction to Contacts

Managing Contacts

Searching Contacts

Communicating With Contacts

Card View

List View